Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5.81K+ 4.37% |
$303K - $321K
|
139K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 204.6% |
$2.67M - $2.84M
|
76.3K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-50.1K- 43.05% |
$2.61M - $2.77M
|
66.2K
$3.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2K+ 1.13% |
$584K - $620K
|
1M
$56.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66K+ 17.1% |
$3.44M - $3.65M
|
452K
$25.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.46% |
$156 - $166
|
658
$37K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-15.3K- 25.91% |
$800K - $849K
|
43.9K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15.6K- 6.04% |
$813K - $863K
|
243K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-17.1K- 25.03% |
$890K - $945K
|
51.1K
$2.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
302+ 0.39% |
$15.7K - $16.7K
|
78.2K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-974- 10.83% |
$50.8K - $53.9K
|
8.02K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.02K- 0.75% |
$53K - $56.3K
|
134K
$7.54M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.47K+ 18.25% |
$181K - $192K
|
22.5K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
17.7K+ 130.9% |
$924K - $981K
|
31.3K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-249- 3.89% |
$13K - $13.8K
|
6.15K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
235+ 5.57% |
$12.2K - $13K
|
4.45K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
40K+ 17.33% |
$2.09M - $2.21M
|
271K
$15.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
4.91KNew |
$256K - $272K
|
4.91K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54+ 0.26% |
$2.81K - $2.99K
|
21K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-831- 3.77% |
$43.3K - $46K
|
21.2K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8.31K+ 24.88% |
$433K - $460K
|
41.7K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8.16K+ 7.61% |
$425K - $451K
|
115K
$6.48M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.28K- 1.72% |
$66.7K - $70.8K
|
73K
$4.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.78K+ 2.67% |
$145K - $154K
|
107K
$6M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 4.29% |
$597K - $634K
|
278K
$15.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-530- 3.45% |
$27.6K - $29.3K
|
14.8K
$833K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.4K+ 4.08% |
$230K - $244K
|
112K
$6.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
402New |
$21K - $22.2K
|
402
$22.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 12.68% |
$65.9K - $70K
|
11.2K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
289+ 545.28% |
$15.1K - $16K
|
342
$19.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$265K - $281K
|
5.08K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 1.77% |
$61.6K - $65.3K
|
67.9K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.48KNew |
$338K - $359K
|
6.48K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.3K+ 10.42% |
$120K - $127K
|
24.4K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3K- 26.79% |
$156K - $166K
|
8.2K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-415- 1.96% |
$21.6K - $23K
|
20.7K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
974+ 1948.0% |
$50.8K - $53.9K
|
1.02K
$57.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-345- 5.06% |
$18K - $19.1K
|
6.48K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
61.1K+ 202.86% |
$3.18M - $3.38M
|
91.2K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
965+ 6.08% |
$50.3K - $53.4K
|
16.8K
$946K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
59.7K+ 2.7% |
$3.11M - $3.3M
|
2.27M
$127M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-60K- 29.7% |
$3.13M - $3.32M
|
142K
$7.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-2.47K- 5.31% |
$129K - $137K
|
44.1K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
168+ 2.89% |
$8.76K - $9.3K
|
5.98K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.22K- 19.13% |
$63.3K - $67.2K
|
5.14K
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.2K+ 2.1% |
$115K - $122K
|
107K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
831+ 7.16% |
$43.3K - $46K
|
12.4K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4.27KNew |
$222K - $236K
|
4.27K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52+ 0.13% |
$2.71K - $2.88K
|
41K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
74+ 0.46% |
$3.86K - $4.09K
|
16.2K
$910K
|
|